Plan Ledger DOL Form 5500 · updated monthly

Dunn Co. 1 dba Cumberland Toyota401(k)

CUMBERLAND AUTO GROUP 401K PLAN · COOKEVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
1.00%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Dunn Co. 1 dba Cumberland Toyota reported $24,388 in plan administrative expenses for 2022: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $179 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Tennessee (1,297th of 1,496), and 4,596th of 5,215 in retail trade. In 2022, employees put in $12.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,243,414
Participants with balances83
Active participants140
Employer contributions$25,000
Employee contributions$315,091
Employer contribution per active participant$179
Average account balance$27,029
Benefits paid to participants$280,244
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,355
Investment management$22,033
Total administrative$24,388
The Dunn Co. 1 dba Cumberland Toyota 401(k) match · 2022
Employer contribution per active participant$179
Median for plans this size$1,114

Dunn Co. 1 dba Cumberland Toyota's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,388 · 1.00%
Same employer
Similar plansRetail Trade · Tennessee
Miracle Ford, Inc. TN$2.3M · 0.56%
Cox Oil Company, Inc TN$2.3M · 0.06%
Edwards Oil Company, Inc. TN$2.0M · 0.09%
Memphis Goodwill Inc. TN$1.8M · 2.15%
Beach Oil Company, LLC TN$1.7M · 0.37%
Jones Motor Co., Inc. TN$1.4M · 1.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621319494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.